Download a month of email receipts into one folder

What this workflow does

This workflow searches Gmail and Outlook for receipts received during the last month. It downloads each receipt it finds and files the receipts together in one Google Drive folder.

People preparing expenses often search each inbox, open messages, download receipt files, and organize them by hand. This workflow repeats that task automatically on demand, leaving you with one folder of receipts ready for expenses.

How it works, step by step

The workflow moves through Gmail, Outlook, and Google Drive in the order below. Incredible follows the same sequence each time you run it and stops rather than guessing if it cannot complete a step.

1. 1Search Gmail for receipts. The workflow searches Gmail for receipt emails received during the last month.
2. 2Download Gmail receipts. It downloads each receipt found in the matching Gmail messages.
3. 3Search Outlook for receipts. The workflow searches Outlook for receipt emails received during the same month.
4. 4Download Outlook receipts. It downloads each receipt found in the matching Outlook messages.
5. 5File receipts in Google Drive. It places the downloaded receipts together in one Google Drive folder.

Every run follows these steps in order. If a step cannot be completed, the run stops and tells you what happened instead of guessing.

What you need to run it

You need the Incredible desktop app on a Mac or Windows computer. You also need your own access to Gmail, Outlook, and Google Drive in the browser you already use. There is nothing to code and no APIs to connect.

Why teams run this with Incredible

Incredible repeats the same receipt collection and filing steps every run. It asks before it sends or changes anything important, and customer data is never used to train Incredible.